Arete Wealth Advisors’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $378K | Buy |
4,888
+624
| +15% | +$48.3K | 0.03% | 497 |
|
|
2025
Q1 | $326K | Buy |
+4,264
| New | +$326K | 0.02% | 502 |
|
|
2018
Q1 | – | Sell |
-4,406
| Closed | -$369K | – | 323 |
|
|
2017
Q4 | $369K | Buy |
4,406
+723
| +20% | +$60.6K | 0.12% | 205 |
|
|
2017
Q3 | $312K | Buy |
3,683
+805
| +28% | +$68.2K | 0.12% | 202 |
|
|
2017
Q2 | $243K | Buy |
2,878
+144
| +5% | +$12.2K | 0.11% | 201 |
|
|
2017
Q1 | $229K | Sell |
2,734
-7,923
| -74% | -$664K | 0.1% | 173 |
|
|
2016
Q4 | $885K | Buy |
10,657
+671
| +7% | +$55.7K | 0.41% | 58 |
|
|
2016
Q3 | $875K | Buy |
9,986
+580
| +6% | +$50.8K | 0.5% | 47 |
|
|
2016
Q2 | $828K | Buy |
9,406
+3,108
| +49% | +$274K | 0.52% | 43 |
|
|
2016
Q1 | $543K | Hold |
6,298
| – | – | 0.32% | 58 |
|
|
2015
Q4 | $523K | Buy |
6,298
+4
| +0.1% | +$332 | 0.32% | 57 |
|
|
2015
Q3 | $534K | Hold |
6,294
| – | – | 0.42% | 51 |
|
|
2015
Q2 | $528K | Buy |
6,294
+11
| +0.2% | +$923 | 0.36% | 65 |
|
|
2015
Q1 | $542K | Buy |
6,283
+6
| +0.1% | +$518 | 0.35% | 74 |
|
|
2014
Q4 | $532K | Buy |
6,277
+122
| +2% | +$10.3K | 0.38% | 69 |
|
|
2014
Q3 | $519K | Hold |
6,155
| – | – | 0.39% | 60 |
|
|
2014
Q2 | $521K | Buy |
6,155
+91
| +2% | +$7.7K | 0.41% | 65 |
|
|
2014
Q1 | $505K | Buy |
6,064
+1
| +0% | +$83 | 0.47% | 55 |
|
|
2013
Q4 | $495K | Buy |
+6,063
| New | +$495K | 0.49% | 52 |
|